Kundenberater (d/m/w) Wealth Management – Berlin Alexanderplatz
Deutsche Bank
Berlin, Germany
Hybrid
Customer portfolio management
Relationship management
Wealth management product knowledge
Deutsche Bank is seeking a Kundenberater (d/m/w) in Wealth Management for their Berlin Alexanderplatz location. The role involves managing a client portfolio, focusing on enhancing customer satisfaction and providing comprehensive wealth management advice
Job Summary
You will manage an existing customer portfolio in the Wealth Management segment with a focus on excellent relationship management and long-term customer retention.
The role involves advising customers on asset management using digital communication channels and offering the full range of Wealth Management products and services.
Deutsche Bank offers a broad range of benefits covering professional and personal needs including mental health support, flexible working models, and financial security programs.
Matching Summary
Match Score: 85
Deutsche Bank is seeking a Kundenberater (d/m/w) in Wealth Management for their Berlin Alexanderplatz location. The role involves managing a client portfolio, focusing on enhancing customer satisfaction and providing comprehensive wealth management advice.
Skills & Requirements
Must-have
customer portfolio management
relationship management
wealth management product knowledge
digital communication channels
regulatory compliance in securities
handling sensitive data discreetly
Nice-to-have
high-level communication skills
solution-oriented demeanor
English language skills
high learning enthusiasm
team collaboration
customer satisfaction optimization
Key Requirements
completed training as bank clerk or equivalent
further education such as banking academy or degree desirable